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Microsoft

4,683 hedge funds and large institutions have $1.52T invested in Microsoft in 2023 Q1 according to their latest regulatory filings, with 234 funds opening new positions, 2,002 increasing their positions, 2,121 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,683
Holders Change
+35
Holders Change %
+0.75%
% of All Funds
74.95%
Holding in Top 10
2,509
Holding in Top 10 Change
+180
Holding in Top 10 Change %
+7.73%
% of All Funds
40.16%
New
234
Increased
2,002
Reduced
2,121
Closed
102
Calls
$32.6B
Puts
$29.7B
Net Calls
+$2.89B
Net Calls Change
-$1.04B
Name Holding Trade Value Shares
Change
Shares
Change %
AWCI
1751
Alpine Woods Capital Investors
New York
$13.6M -$64.9K -225 -0.5%
JAM
1752
JCIC Asset Management
Ontario, Canada
$13.6M +$260K +900 +2%
ISB
1753
Iowa State Bank
Iowa
$13.6M -$1.2M -4,167 -8%
SNB
1754
Security National Bank
Nebraska
$13.5M -$654K -2,270 -5%
BWM
1755
Bulltick Wealth Management
Florida
$13.5M -$278K -963 -2%
TIM
1756
Thornburg Investment Management
New Mexico
$13.5M -$185K -640 -1%
SAM
1757
Stansberry Asset Management
Texas
$13.4M -$4.03M -13,995 -23%
IP
1758
Isthmus Partners
Wisconsin
$13.4M +$568K +1,971 +4%
LKIM
1759
Lawson Kroeker Investment Management
Nebraska
$13.4M +$1.55M +5,377 +13%
MAM
1760
Morse Asset Management
Connecticut
$13.4M -$827K -2,868 -6%
JCM
1761
Jacobi Capital Management
Pennsylvania
$13.4M +$626K +2,173 +5%
AL
1762
Aspiriant LLC
California
$13.4M -$204K -708 -2%
CC
1763
Codex Capital
New York
$13.4M
SB
1764
Strategic Blueprint
Georgia
$13.4M -$2.5M -8,680 -16%
CBTWT
1765
Community Bank & Trust (Waco, Texas)
Texas
$13.4M -$38.9K -135 -0.3%
CBT
1766
Central Bank & Trust
Kentucky
$13.3M +$21.9K +76 +0.2%
PG
1767
Patten Group
Tennessee
$13.3M +$2.02K +7 +0%
WAS
1768
Winch Advisory Services
Wisconsin
$13.3M -$28K -97 -0.2%
JHA
1769
Jackson Hill Advisors
Texas
$13.3M +$2.02M +7,000 +18%
RCP
1770
Rothschild Capital Partners
New York
$13.2M +$6.92K +24 +0.1%
RFM
1771
Royal Fund Management
Florida
$13.2M -$122K -424 -0.9%
BA
1772
Baugh & Associates
Georgia
$13.2M -$314K -1,066 -2%
9WM
1773
9258 Wealth Management
Ohio
$13.2M +$108K +373 +0.8%
WA
1774
Wealth Alliance
New York
$13.2M +$228K +790 +2%
KF
1775
Krilogy Financial
Missouri
$13.2M +$147K +510 +1%